Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HEAL 4.56%
2 EDOC 3.48%
3 BKIV 3.10%
4 GDOC 2.14%
5 FDHT 2.07%
6 XHE 1.72%
7 HTEC 1.43%
8 ROBO 1.36%
9 EKG 1.35%
10 FRTY 1.33%
11 LGHT 1.05%
12 SCDS 0.94%
13 MMSC 0.88%
14 FMED 0.76%
15 MEDI 0.70%
16 KOMP 0.63%
17 FYC 0.59%
18 BTEC 0.54%
19 IHI 0.50%
20 HART 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.11M (9.85%) -28.18K
Decreased by -0.91%
Mar 31, 25
2 Sands Capital Management, LLC 3.02M (9.56%) -160.50K
Decreased by -5.32%
Mar 31, 25
3 Artisan Partners Limited Partnership 2.81M (8.92%) 51.55K
Increased by +1.83%
Mar 31, 25
4 BlackRock Inc 2.70M (8.57%) -25.51K
Decreased by -0.94%
Mar 31, 25
5 Capital Research Global Investors 2.20M (6.98%) 565.60K
Increased by +25.68%
Mar 31, 25
6 AllianceBernstein L.P. 1.21M (3.84%) -55.42K
Decreased by -4.57%
Sep 30, 24
7 Mackenzie Investments 1.16M (3.66%) -1.61M
Decreased by -139.10%
Mar 31, 25
8 Holocene Advisors, LP 1.04M (3.31%) 124.02K
Increased by +11.89%
Jun 30, 24
9 State Street Corp 917.69K (2.91%) -31.09K
Decreased by -3.39%
Mar 31, 25
10 UBS Asset Mgmt Americas Inc 903.08K (2.86%) 568.26K
Increased by +62.92%
Mar 31, 25
11 BNP Paribas Investment Partners SA 879.82K (2.79%) -20.30K
Decreased by -2.31%
Mar 31, 25
12 Champlain Investment Partners, LLC 822.79K (2.61%) 96.53K
Increased by +11.73%
Mar 31, 25
13 Blair William & Co 790.00K (2.50%) 185.26K
Increased by +23.45%
Mar 31, 25
14 LTS One Management LP 774.75K (2.46%) -130.25K
Decreased by -16.81%
Sep 30, 23
15 State Street Corporation 769.23K (2.44%) -8.29K
Decreased by -1.08%
Mar 31, 24
16 Geode Capital Management, LLC 750.37K (2.38%) 18.90K
Increased by +2.52%
Mar 31, 25
17 Eventide Asset Management, LLC 740.06K (2.35%) 652.00
Increased by +0.09%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 709.01K (2.25%) 338.82K
Increased by +47.79%
Jun 30, 24
19 Amvescap Plc. 685.72K (2.17%) 101.72K
Increased by +14.83%
Jun 30, 24
20 Westfield Capital Management Company, L.P. 617.08K (1.96%) -148.18K
Decreased by -24.01%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sands Capital Global Growth Equity 2.75M (8.71%) -179.16K
Decreased by -6.52%
Mar 31, 25
2 American Funds SMALLCAP World A 1.49M (4.74%) 573.30K
Increased by +38.38%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.01M (3.19%) 68.62K
Increased by +6.81%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.01M (3.19%) 685.00
Increased by +0.07%
May 31, 25
5 Canada Life US Small-Mid Cap Growth A 1.00M (3.18%) -41.02K
Decreased by -4.09%
Jan 31, 25
6 Canada Life US Small-Mid Cap Growth F 880.18K (2.79%) -49.24K
Decreased by -5.59%
Mar 31, 25
7 Vanguard Small Cap Index 792.58K (2.51%) 4.09K
Increased by +0.52%
May 31, 25
8 iShares Russell 2000 ETF 784.03K (2.49%) 0.00
Increased by 0.00%
May 31, 25
9 Artisan Mid Cap Investor 651.47K (2.07%) 28.51K
Increased by +4.38%
Mar 31, 25
10 Artisan U.S. Mid-Cap Growth 651.47K (2.07%) 28.51K
Increased by +4.38%
Mar 31, 25
11 Capital Group New Economy Comp 625.22K (1.98%) -2.34K
Decreased by -0.37%
Mar 31, 25
12 American Funds New Economy A 625.22K (1.98%) -2.34K
Decreased by -0.37%
Mar 31, 25
13 Sands Capital Global Growth A USD Acc 621.89K (1.97%) -7.43K
Decreased by -1.20%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 487.65K (1.55%) 4.26K
Increased by +0.87%
May 31, 25
15 Bridge Builder Small/Mid Cap Growth 467.81K (1.48%) 41.15K
Increased by +8.80%
May 31, 25
16 Eventide Gilead N 464.25K (1.47%) 0.00
Increased by 0.00%
Mar 31, 25
17 Champlain Small Company Fund, LLC 445.66K (1.41%) -108.42K
Decreased by -24.33%
May 31, 25
18 Vanguard Small Cap Growth Index Inv 436.12K (1.38%) -3.02K
Decreased by -0.69%
May 31, 25
19 JPM Global Healthcare C (acc) USD 419.61K (1.33%) 0.00
Increased by 0.00%
Jan 31, 24
20 CS (Lux) Digital Health Equity SB USD 415.00K (1.32%) 0.00
Increased by 0.00%
Feb 29, 24